FROM THE DESK OF ANDRÉS

Articles

Video conferencing in the works

Video conferencing in the works

Hope you are having a great start to your week. We are excited to share that we are adding video conferencing as another way to work with you! This option will be rolling out starting in October. We always love to see you in person and simply add this as an additional...

read more
Video conferencing in the works

Happy anniversary to… us!! & we have YOU to thank!!

On Sunday, we celebrated our first year as an independent financial planning firm. We want to thank YOU for our success! When we first made our move to independence, we had a list of people we wanted to have join us as clients. The response has exceeded our goals. We...

read more
Video conferencing in the works

Social Media Update

We’ve been busy getting up to speed on our social media presence.  Check out our brand new Facebook page and Twitter page!  Please let us know what kind of posts and content you would like to see.  What kind of videos from us do you think would help you best?  Let us...

read more
Video conferencing in the works

What’s with the dog logo?

Hope you had a great weekend. In honor of National Dog Day (on Friday Aug 26th) and National Bow Tie Day, (Sunday, Aug 28th) I thought it opportune to have you checkout our logo: The Jack Russell Terrier (JRT) in a bow tie. How apropos. I’ve raised 4 JRTs and love...

read more
Video conferencing in the works

Are you a hiker?

Hope you had a great weekend! I did a day hike to the North Georgia mountains on Saturday at the Amicalola Falls.

read more
Video conferencing in the works

Brexit Update

Brexit means that the United Kingdom voted to no longer be a free-trade partner with the European Union members.

read more

Tax Ideas

No Results Found

The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.

Videos

See You at the University of Alabama at Birmingham Vendor Fair!

See You at the Hinman!

Thank you, Hinman!

Dental Post Survey Review

Happy 2022!

Year End Planning

First Step Toward Success

3 Steps New Dentists Can Take

GA Dental Association Convention & Expo

Life in a Box

401k Plan Monitoring: Why and What to Do

E2E Financial and Capital Group – Investing During an Election Year

3 Key Questions to Ask About Your 401k

E2E Financial: Working with Dentists: 3 Key Points

E2E Financial: Partnering With Your CPA

E2E Financial What Makes Us Different

ARE YOU READY TO TAKE YOUR GOALS TO THE NEXT LEVEL?